It begins with a plan
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Financial Confidence
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking
a close look at your potential retirement-income sources, let us be your guide.
You’re Our #1 Priority
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Educating you on these principles is what we do best.
Working for You, Not Wall Street
We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step.
Fundamental Approach
Creating Financial Confidence and Prosperity Through Financial Planning
You do not have to have savvy investments or millions (or even hundreds) in the bank to feel comfortable with us. With Blue Collar Financial Advisors, you will not be met with judgement, just a loyal and helping hand to guide you toward your dreams. We are servants at heart, and we are truly genuinely concerned about helping people. We know the impact of finances on the lives of our customers, and we are here to be a resource, a trusted advisor, and a friend as you begin building your strong financial future.
Working hard to build America’s financial futures, one dollar, one person, one family, one business, at a time.
Blue Collar Financial is not just a team of advisors, but mentors and educators. We won’t ever force you into a decision, but we will guide you to understand the consequences of your financial choices before you make them. We are here to educate you, you do not need to become a financial advisor to have your financial house in order.
The reason I got into this business is to be of service. I grew up in a blue-collar community, Long Beach, NY. It was there I learned the values of working hard, building strong relationships, and keeping your word. I want to offer access to “regular people” to services that are traditionally considered just for the rich and famous. Everybody needs a financial plan, I want to help you create one that works. Remember, “growing old is mandatory, doing it well is optional"